Ideas & Enhancements

For me personally, the checklist is one of the main things I use. The entire top half of my screen in Neos just says Good afternoon in huge letters, wasting a ton of space. The other half shows appointments, but I personally don't have a need for ...

In the case calendar and in the global calendar when a users added a event he becomes the organizer of that event. After going in the event and removing himself and saving. When he goes back in the event is still on his calendar.

When parties have the same name and middle initial, the search results look identical.Unless you know case numbers by heart, you would have to open each case to see which is the right case for the party.More context information in the search area ...

The user should be able to post the email sent to the client via email very similar to the concept of when texting the client it post it to the case. The user wants to be able to save time rather than doing another process of posting back to the c...

To apply a bulk update(for example, add a type), a user has to check each item. This could be troublesome when updating a considerable amount of documents.

Mass Client Texting

Add Alternate Case #1 to Case Header and in Search Pop Outs

You should be able to click on the icon and take you back to the home screen with your appointments and checklists

Have the option to sort phone numbers instead of having to delete and re-enter phone numbers in the order you want it saved.

There is no option to undo if the special note is deleted using the 'Clear' button. An 'Undo' button should be added in case the special note is accidentally cleared.